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Premier Jobs UK
S1, Sheffield, South Yorkshire
Are you a highly experienced Financial Advisor in South Yorkshire, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple
Job Source: Premier Jobs UKAndy File Associates
Sheffield
Andy File Associates Limited is working as a Recruitment Agency on behalf of our client with regards this permanent position. Overview A growing engineering company in the Sheffield area is looking to expand across several departments due to an increased demand for projects. Now looking for a Senior Electronics Design Engineer to work on their next
Job Source: Andy File AssociatesCareer Teachers
United Kingdom
KS2 Teacher Supply Teacher Are you a qualified Key Stage 2 Teacher? Are you dedicated in raising attainment in Key Stage 2? Do you have experience in delivering literacy and numeracy sessions? Are you looking for a new teaching role from September 2024? If so, we have the right job for you! We have multiple roles across Derbyshire & South Yorkshire
Job Source: Career TeachersCareer Teachers
South Yorkshire
KS2 Teacher Supply Teacher Are you a qualified Key Stage 2 Teacher? Are you dedicated in raising attainment in Key Stage 2? Do you have experience in delivering literacy and numeracy sessions? Are you looking for a new teaching role from September 2024? If so, we have the right job for you! We have multiple roles across Derbyshire & South Yor
Job Source: Career TeachersAndy File Associates
sheffield, south yorkshire
Andy File Associates Limited is working as a Recruitment Agency on behalf of our client with regards this permanent position. Overview A growing engineering company in the Sheffield area is looking to expand across several departments due to an increased demand for projects. Now looking for a Senior Electronics Design Engineer to work on their next
Job Source: Andy File AssociatesGCC Facilities Management plc
Doncaster
Do you live in the Doncaster, South Yorkshire ? Due to growing demand for our services we currently require Sub-contract Self Employed - Commercial Cleaning Contractors in Doncaster, South Yorkshire GCC isthe Market Leader in Commercial Cleaning new business start-ups Why are we so Successful? 1.Over 45 years experience servicing over 2000
Job Source: GCC Facilities Management plcPertemps Professional Recruitment
Barnsley
Children’s Social Worker, Practice Development, South Yorkshire Pay rate – £tbc Contract role Pertemps are recruiting for an experienced Children’s Social Worker, in South Yorkshire This is to work as an Advanced Practitioner in Barnsley – supporting and developing staff, mainly Newly Qualified Social Workers. There is plenty of hybrid working av
Job Source: Pertemps Professional RecruitmentMy Four Wheels
Barnsley, South Yorkshire
My Four Wheels are looking to expand our team and are recruiting both part time and full time Driving Instructors though out the UK. Next year there will be a record 700,000 learner drivers hitting our roads, there has never been a better time to become a Driving Instructor. Becoming a Driving Instructor has many benefits, these include –A car –
Job Source: My Four WheelsUnited Kingdom
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.Due to the nature of the role, you will receive a high volume of clients straight away. In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence. This role offers home based / remote working with access to an office in the center of Sheffield if preferred.In return:£50,000 - £70,000Excellent Bonus SchemeFull back office support
Key Responsibilities as our Independent Financial Adviser will include:
Follow the Six-Stage Advice Process to build long term relationships and deliver excellent client out-comes
Reviewing and responding to clients' changing needs and financial circumstances, keeping Introducers and clients up to date with new financial products, or changes to legislation that may affect their clients' pensions, savings, investments and financial plans
Acquiring and developing new business from new/existing clients and professional introducers, via personal business planning, referrals and company lead generation programme
Optimising the use of all marketing opportunities available, including via Social Media and networking with Introducers and other professionals to develop new business
Developing and maintaining good client & introducer relationships through Client meetings, seminars and continuous feedback to the team and Contact Centre
Contacting corporate and individual Clients to set up meetings, either within an office environment, in the clients' homes or business premises or virtually via Microsoft Teams
Conducting in-depth reviews of clients' financial circumstances, current provision and future aims and objectives whilst analysing information, conducting research and preparing financial planning reports best suited to the individual clients' requirements covering all areas of advice
Delivering accurate Management Information as requested
What we are looking for in our ideal Independent Financial Adviser:
Diploma in Regulated Financial Planning (or FCA approved equivalent) and to maintain CF30 status in accordance with the FCA regulations
Clear demonstration of a client centric approach with a well presented and articulate manner and dedication to doing the right thing for our clients
Excellent interpersonal skills, approachability, and professionalism. Harnessing IT skills to embrace the new virtual/digital ways to communicate with clients
Experience in networking and attracting new clients through business development and effective business planning to grow a client bank and building relationships with Affinity Groups, Business Owners, Entrepreneurs, Professional and Retail clients
Benefits as an Independent Financial Adviser:
Support to build your client base and future value
End to end in house client journey and back-office support with full DIS, Admin and Paralanning support, with lead generation from our call centre
Client centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture
Platform to deliver efficient and cost-effective solutions
Established Practice Buy Out option on exit
Consultative marketing support
IT technology through XPlan our POS system
Full admin support
Full paraplanning and technical support
With over 30 years of experience and more than 200 accredited Advisers nationwide, my client is one of the UK's leading independent financial advisory firms.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
IFA - South Yorkshire jobs in United Kingdom
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